Privacy Policy

Last Updated: May 25, 2026

At Dawson’s Bookkeeping Services LLC, we are committed to protecting your privacy and ensuring the security of your financial and personal information. This Privacy Policy outlines how we collect, use, and safeguard the data you provide to us through our website and our professional services.

1. Information We Collect

We collect information that you voluntarily provide to us when you:

  • Schedule a consultation or financial health check.

  • Inquire about our bookkeeping or accounting services via email or phone.

  • Sign up for our services or provide documentation for catchups and cleanups.

This information may include your name, business name, email address, phone number, and financial data (such as bank statements, invoices, and QuickBooks access details) necessary to perform our services.

2. How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our bookkeeping and accounting services.

  • Communicate with you regarding your accounts, financial reports, and business insights.

  • Send you relevant updates, service information, or promotional offers (only if you have opted in).

  • Process transactions and comply with professional accounting standards.

3. Data Security and Confidentiality

We take your data security seriously. As a Gold Tier Intuit QuickBooks Certified ProAdvisor, we follow industry-standard practices to protect your sensitive financial information. We use secure methods for data transmission and storage, and we ensure that your information is accessed only by authorized personnel strictly for the purpose of providing the services you requested.

4. Sharing of Information

Dawson’s Bookkeeping Services LLC does not sell, rent, or trade your personal information to third parties. We only share your data when:

  • Required by law or legal process.

  • Necessary to coordinate with your CPA or other professional advisors (as requested by you).

  • Essential for providing the specific services you have hired us to perform.

5. Your Choices

You have the right to:

  • Request access to the personal data we hold about you.

  • Request corrections to any inaccurate information.

  • Opt-out of future marketing communications by contacting us at matthew@dawsonsbkservices.com.

6. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last Updated” date.

7. Contact Us

If you have any questions or concerns about this Privacy Policy, please reach out to us:

Dawson’s Bookkeeping Services LLC

Address: 5900 Balcones Drive, Ste 100, Austin, TX 78731-4298

Email: matthew@dawsonsbkservices.com

Phone: (281) 664-9168